Julius Baer will continue to service Brazilian clients from other locations. It has a presence in Mexico, Chile, Uruguay, Colombia, and Spain. As such, the Brazil International business remains unaffected.
Itaú Private Bank taps Brown Advisory for global expansion
December 20, 2024 by
Fernando Beyruti, Global Head of Itaú Private Bank, highlighted the potential for this partnership to expand their advisory role in international investments. It bridges local wealth with global investment opportunities, setting a new standard for private banking in Brazil.
BlackRock to acquire HPS IP to deliver integrated solutions across public and private markets
December 4, 2024 by
This combination creates an integrated private credit franchise with USD 220 billion in client assets.
Tempus focuses on wealth and private bank segments
November 20, 2024 by
Offices in Argentina and Uruguay join the operation already established in Chile.
State Street and Apollo join forces to broaden investor access to private markets
September 12, 2024 by
“Private assets are one of the fastest growing sectors of the financial industry. We are excited to be working with Apollo, a global leader in alternative assets, to continue to increase accessibility to private markets, opening them to an even larger cross section of investors,” said Ron O’Hanley, president and chief executive officer of State Street.
Amundi and Victory Capital to become strategic partners
August 9, 2024 by
The transaction will allow Amundi to strengthen its presence in the US via a larger US investment and distribution platform, said Valérie Baudson, Chief Executive Officer of Amundi.
JP Morgan AM reinforces its distribution team in Santiago
June 26, 2024 by
Incorporation of former BlackRock executive brings ETF sales expertise.
Victor Arakaki joins JHSF Capital to expand international fund raising
May 8, 2024 by
Arakaki will head JHSF Capital's global fundraising efforts among institutional investors and wealth-management firms, starting with the Latin American markets.
Vontobel strengthens US distribution team with two new hires
May 2, 2024 by
The newly created roles support the firm’s client-focused commitment and expanded direct distribution efforts in the US market.
HSBC agrees to sell Argentine unit to Grupo Financiero Galicia
April 10, 2024 by
The deal includes all of HSBC Argentina’s business, which ranges from banking to asset management and insurance, as well as USD 100 million of subordinated debt.
